Estate Counselors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Sell |
62,465
-285,650
| -82% | -$31.5M | 0.68% | 19 |
|
|
2025
Q1 | $38.5M | Buy |
348,115
+337,699
| +3,242% | +$37.3M | 3.99% | 3 |
|
|
2024
Q4 | $1.15M | Hold |
10,416
| – | – | 0.12% | 74 |
|
|
2024
Q3 | $1.15M | Sell |
10,416
-4,026
| -28% | -$445K | 0.12% | 81 |
|
|
2024
Q2 | $1.6M | Buy |
14,442
+169
| +1% | +$18.7K | 0.17% | 61 |
|
|
2024
Q1 | $1.58M | Sell |
14,273
-177,244
| -93% | -$19.6M | 0.18% | 65 |
|
|
2023
Q4 | $21.1M | Sell |
191,517
-804,458
| -81% | -$88.6M | 2.6% | 13 |
|
|
2023
Q3 | $110M | Buy |
995,975
+257,065
| +35% | +$28.4M | 14.63% | 1 |
|
|
2023
Q2 | $81.6M | Sell |
738,910
-449,035
| -38% | -$49.6M | 10.34% | 1 |
|
|
2023
Q1 | $131M | Buy |
1,187,945
+877,990
| +283% | +$97M | 17.35% | 1 |
|
|
2022
Q4 | $34.1M | Buy |
309,955
+16,700
| +6% | +$1.84M | 4.76% | 2 |
|
|
2022
Q3 | $55M | Sell |
293,255
-182,835
| -38% | -$34.3M | 8.5% | 2 |
|
|
2022
Q2 | $52.4M | Sell |
476,090
-103,440
| -18% | -$11.4M | 7.8% | 1 |
|
|
2022
Q1 | $63.9M | Buy |
579,530
+573,920
| +10,230% | +$63.3M | 8.31% | 1 |
|
|
2021
Q4 | $619K | Buy |
5,610
+1,250
| +29% | +$138K | 0.08% | 106 |
|
|
2021
Q3 | $481K | Buy |
4,360
+350
| +9% | +$38.6K | 0.06% | 119 |
|
|
2021
Q2 | $443K | Sell |
4,010
-37,420
| -90% | -$4.13M | 0.06% | 119 |
|
|
2021
Q1 | $4.58M | Sell |
41,430
-4,690
| -10% | -$518K | 0.67% | 45 |
|
|
2020
Q4 | $5.1M | Sell |
46,120
-18,770
| -29% | -$2.07M | 0.77% | 39 |
|
|
2020
Q3 | $7.18M | Buy |
64,890
+2,200
| +4% | +$244K | 1.11% | 33 |
|
|
2020
Q2 | $6.94M | Buy |
+62,690
| New | +$6.94M | 1.11% | 30 |
|
|
2019
Q1 | – | Sell |
-227,850
| Closed | -$25.1M | – | 72 |
|
|
2018
Q4 | $25.1M | Buy |
+227,850
| New | +$25.1M | 5.08% | 2 |
|
|
2018
Q2 | – | Sell |
-134,000
| Closed | -$14.8M | – | 71 |
|
|
2018
Q1 | $14.8M | Buy |
+134,000
| New | +$14.8M | 2.75% | 12 |
|